Financial Advocates Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Financial Advocates Investment Management’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14M	Buy	148,062 +4,915	+3%	+$465K	1.14%	16
2025 Q1	$13.2M	Buy	143,147 +9,079	+7%	+$838K	0.93%	21
2024 Q4	$12.4M	Sell	134,068 -13,579	-9%	-$1.26M	0.71%	26
2024 Q3	$14.3M	Buy	147,647 +33,143	+29%	+$3.21M	0.81%	20
2024 Q2	$10.1M	Sell	114,504 -69,639	-38%	-$6.14M	0.63%	27
2024 Q1	$13.6M	Buy	184,143 +78,806	+75%	+$5.83M	0.79%	21
2023 Q4	$9.36M	Buy	105,337 +14,333	+16%	+$1.27M	0.61%	29
2023 Q3	$6.74M	Buy	91,004 +8,107	+10%	+$600K	0.49%	45
2023 Q2	$6.49M	Buy	82,897 +6,077	+8%	+$476K	0.46%	49
2023 Q1	$5.67M	Buy	76,820 +6,689	+10%	+$494K	0.41%	46
2022 Q4	$4.95M	Buy	70,131 +7,795	+13%	+$551K	0.37%	68
2022 Q3	$3.9M	Buy	62,336 +16,893	+37%	+$1.06M	0.32%	79
2022 Q2	$3.04M	Sell	45,443 -21,458	-32%	-$1.44M	0.25%	102
2022 Q1	$5.08M	Buy	66,901 +4,067	+6%	+$309K	0.33%	72
2021 Q4	$5.28M	Buy	62,834 +11,802	+23%	+$991K	0.33%	65
2021 Q3	$3.62M	Sell	51,032 -666	-1%	-$47.2K	0.24%	108
2021 Q2	$4.17M	Buy	51,698 +17,111	+49%	+$1.38M	0.28%	75
2021 Q1	$2.38M	Sell	34,587 -334	-1%	-$23K	0.17%	133
2020 Q4	$2.17M	Buy	34,921 +3,177	+10%	+$198K	0.15%	155
2020 Q3	$1.72M	Buy	31,744 +4,103	+15%	+$223K	0.15%	144
2020 Q2	$1.45M	Sell	27,641 -3,282	-11%	-$172K	0.14%	176
2020 Q1	$1.43M	Buy	30,923 +2,697	+10%	+$125K	0.2%	134
2019 Q4	$1.78M	Buy	28,226 +8,279	+42%	+$522K	0.19%	133
2019 Q3	$1.15M	Buy	19,947 +5,036	+34%	+$291K	0.13%	165
2019 Q2	$845K	Buy	14,911 +1,806	+14%	+$102K	0.1%	206
2019 Q1	$719K	Buy	13,105 +3,333	+34%	+$183K	0.09%	216
2018 Q4	$480K	Sell	9,772 -20,259	-67%	-$995K	0.07%	253
2018 Q3	$1.69M	Buy	30,031 +3,100	+12%	+$175K	0.19%	128
2018 Q2	$1.44M	Buy	26,931 +3,562	+15%	+$191K	0.17%	131
2018 Q1	$1.24M	Buy	23,369 +2,890	+14%	+$154K	0.16%	135
2017 Q4	$1.14M	Buy	+20,479	New	+$1.14M	0.15%	143